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What is the Purpose and Benefit of a Special Needs Trust?

A trust is one of the most popular estate planning documents used by Californians. Trusts are preferred for their flexibility, customizable features, and ability to avoid the lengthy probate process, among other facets.  There are many different types of trusts our firm helps Californians create and maintain; one of the most common is the special […]

Protecting Medicaid Eligibility Through Estate Planning

Planning for the future is one of those tasks too many people ignore or put off until it’s too late. The reality is that estate planning can happen at any stage of life, and the sooner you do it the better your loved ones are protected and the better you are protected. If you decide […]

Understanding the Means Test in Bankruptcy

Bankruptcy should not be viewed as a bad thing in all situations. For some, bankruptcy is the only viable avenue to a financial fresh start. These filings are an opportunity to lessen the burden debt has on your life so you can take steps forward in your career and personal life. What’s also true is […]

Key Differences Between Irrevocable and Revocable Trusts

When you start making important decisions regarding your estate, you may be overwhelmed by the variety of options available to you. The choices you make during this process can have significant consequences for family relationships, taxes, and the management of your assets after you pass. With the right legal team by your side, you can […]

How Bankruptcy Could Help You Overcome Tax Debt

These are hard financial times for so many families across the country. With costs up and wages remaining stagnant in many lines of work, people are struggling to keep up with taxes. In 2020, the IRS reported Americans owed $114 BILLION in back taxes. This shocking number shows just how challenging the road to financial […]

How Will My Bankruptcy Impact My Spouse?

Bankruptcy has a ripple effect on the entire family. The filing is a benchmark moment for the financial success of everyone in the household, even if only one person in the family pursues bankruptcy. A common question families have is how one spouse filing for bankruptcy will impact the other spouse. Will the non-filing spouse’s […]

Debts That Won’t Be Forgiven in Chapter 7 Bankruptcy

Bankruptcy is often viewed as a taboo subject with people looking down on those who go through it, but there’s no shame in needing a way out of your financial troubles. We have a system that isn’t always the most relenting on those who don’t have a lot of money of their own, so bankruptcy […]

What Will Happen to My Student Loans in Bankruptcy?

Many Americans are struggling to manage massive student loan debt. A recent study revealed $1.73 TRILLION in student loan debt across the United States. It’s a shocking number, and it’s been a common debate among politicians in recent years. While it’s always possible the government wipes out some portion of the student loan debt in […]

When Do I Need to Update My Estate Plan?

An estate plan provides an outline for where your assets and hard work will go when you pass away, but it’s important to keep it up to date. A will is not a “set it and forget it” document, and they’re fairly easy to update. So, what situations should prompt you to make a change […]

Wills vs. Trusts: Which is Right For Me?

Estate Planning is an essential process in California for protecting your family and your legacy. However, Estate Planning happens in many different forms. How can you tell which one is right for you? It all depends on what you want out of it. Estate Planning is the process of working with an attorney to create […]